We are live on ! Find out more
USDP

USD PARTNERS LP

Delisted

USDP was delisted on the 15th of November, 2023.

21 hedge funds and large institutions have $54.2M invested in USD PARTNERS LP in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 2421 (-3)

16% less capital invested

Capital invested by funds: $64.4M → $54.2M (-$10.2M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$18.7M -$5.62M -568,625 -23%
Bank of America
2
Bank of America
North Carolina
$7.73M -$283K -28,647 -4%
ECM
3
Evergreen Capital Management
Washington
$6.21M -$416K -42,120 -6%
Goldman Sachs
4
Goldman Sachs
New York
$4.48M +$319K +32,300 +8%
Wells Fargo
5
Wells Fargo
California
$4M +$665K +67,255 +20%
JP Morgan Chase
6
JP Morgan Chase
New York
$3.82M +$115K +11,600 +3%
Cohen & Steers
7
Cohen & Steers
New York
$3.26M +$66.3K +6,712 +2%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$1.44M -$765K -77,445 -35%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$1.15M -$427K -43,200 -27%
Morgan Stanley
10
Morgan Stanley
New York
$994K +$162K +16,369 +19%
EC
11
EJF Capital
Virginia
$644K -$98.8K -10,000 -13%
UBS Group
12
UBS Group
Switzerland
$419K -$165K -16,684 -28%
MWM
13
Meridian Wealth Management
Kentucky
$366K
Russell Investments Group
14
Russell Investments Group
United Kingdom
$336K -$89.9K -9,101 -21%
UR
15
USCA RIA
Texas
$205K -$55.2K -5,585 -21%
AAS
16
Avantax Advisory Services
Texas
$173K +$171K +17,334 New
JMPWA
17
JP Morgan Private Wealth Advisors
California
$162K
TIS
18
Tortoise Index Solutions
Kansas
$59K +$17.4K +1,764 +42%
Deutsche Bank
19
Deutsche Bank
Germany
$31K -$138K -13,935 -81%
CCM
20
Copeland Capital Management
Pennsylvania
$12K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$10K
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$59 -$19.4K -1,964 -100%
Renaissance Technologies
23
Renaissance Technologies
New York
-$179K -17,156 Closed
SWM
24
Segment Wealth Management
Texas
-$115K -11,000 Closed
MWNA
25
Marshall Wace North America
New York
-$8K -800 Closed

USDP Hedge Fund Activity: Q4 2019 in Review

21 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in USD PARTNERS LP (USDP) for Q4 2019, worth a combined $54.2M — down 16% from $64.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of USDP and 1 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was Wells Fargo, adding an estimated $665K. The largest seller was Tortoise Capital Advisors, cutting an estimated $5.62M.

  • 21 institutional investors held USD PARTNERS LP (USDP) as of Q4 2019, down from 24 in Q3 2019.
  • Funds reported $54.2M of USD PARTNERS LP stock for Q4 2019, down 16% quarter-over-quarter.
  • 1 fund opened new USD PARTNERS LP positions in Q4 2019 and 4 closed out, a net change of -3 holders.
  • The largest USD PARTNERS LP buyer in Q4 2019 was Wells Fargo, an estimated $665K added.
  • The largest USD PARTNERS LP seller in Q4 2019 was Tortoise Capital Advisors, an estimated $5.62M sold.

Based on aggregated 13F filings for Q4 2019.